Jackson Square Partners, LLC Top Holdings and 13F Report (2024)

About Jackson Square Partners, LLC

Investment Activity

Jackson Square Partners, LLC has $1.16 billion in total holdings as of September 30, 2024.
Jackson Square Partners, LLC owns shares of 78 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
Approximately 5.99% of the portfolio was purchased this quarter.
About 52.77% of the portfolio was sold this quarter.
This quarter, Jackson Square Partners, LLC has purchased 79 new stocks and bought additional shares in 1 stock.
Jackson Square Partners, LLC sold shares of 60 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

New York Times: $60,713,257
Clean Harbors: $45,771,414
SiteOne Landscape Supply: $44,410,398
Grocery Outlet: $42,073,738
Bio-Techne: $39,668,140

Largest New Holdings this Quarter

Align Technology: $31,956,580 Holding
Simpson Manufacturing: $26,767,854 Holding
Starbucks: $4,785,004 Holding
Safran: $37,449 Holding
Yum China: $36,241 Holding

Largest Purchases this Quarter

Align Technology: 125,655 shares (about $31.96M)
Simpson Manufacturing: 139,948 shares (about $26.77M)
Medpace: 16,498 shares (about $5.51M)
Starbucks: 49,082 shares (about $4.79M)
Safran: 636 shares (about $37.45K)

Largest Sales this Quarter

Howmet Aerospace: 371,592 shares (about $37.25M)
Wix.com: 213,034 shares (about $35.61M)
New York Times: 618,242 shares (about $34.42M)
Clean Harbors: 101,412 shares (about $24.51M)
Bio-Techne: 267,503 shares (about $21.38M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NYT New York Times	$60,713,257	$34,417,532 ▼	-36.2%	1,090,592	5.2%	Consumer Staples
CLH Clean Harbors	$45,771,414	$24,512,294 ▼	-34.9%	189,365	3.9%	Business Services
SITE SiteOne Landscape Supply	$44,410,398	$14,933,601 ▼	-25.2%	294,284	3.8%	Industrial Products
GO Grocery Outlet	$42,073,738	$6,814,560 ▼	-13.9%	2,397,364	3.6%	Consumer Staples
TECH Bio-Techne	$39,668,140	$21,381,515 ▼	-35.0%	496,286	3.4%	Medical
LC LendingClub	$39,130,662	$18,929,817 ▼	-32.6%	3,423,505	3.4%	Finance
STVN Stevanato Group	$38,109,900	$6,245,540 ▼	-14.1%	1,905,495	3.3%	Medical
WH Wyndham Hotels & Resorts	$37,223,239	$20,038,925 ▼	-35.0%	476,366	3.2%	Consumer Discretionary
MKTX MarketAxess	$36,169,547	$19,468,382 ▼	-35.0%	141,177	3.1%	Finance
AZPN Aspen Technology	$35,220,218	$18,826,180 ▼	-34.8%	147,476	3.0%	Computer and Technology
HWM Howmet Aerospace	$35,174,417	$37,252,098 ▼	-51.4%	350,867	3.0%	Aerospace
GGG Graco	$32,141,110	$17,173,137 ▼	-34.8%	367,285	2.8%	Industrial Products
ALGN Align Technology	$31,956,580	$31,956,580 ▲	New Holding	125,655	2.8%	Medical
CRL Charles River Laboratories International	$31,894,367	$3,210,808 ▼	-9.1%	161,925	2.8%	Medical
ENTG Entegris	$31,278,614	$8,365,255 ▼	-21.1%	277,958	2.7%	Computer and Technology
RYAN Ryan Specialty	$26,783,917	$20,621,464 ▼	-43.5%	403,433	2.3%	Finance
SSD Simpson Manufacturing	$26,767,854	$26,767,854 ▲	New Holding	139,948	2.3%	Construction
HXL Hexcel	$26,452,482	$12,827,932 ▼	-32.7%	427,826	2.3%	Aerospace
ACLS Axcelis Technologies	$25,514,933	$12,539,641 ▼	-33.0%	243,347	2.2%	Computer and Technology
WIX Wix.com	$25,484,732	$35,612,894 ▼	-58.3%	152,448	2.2%	Computer and Technology
MSFT Microsoft	$25,405,342	$9,386,994 ▼	-27.0%	59,041	2.2%	Computer and Technology
MEDP Medpace	$24,454,188	$5,507,032 ▲	29.1%	73,260	2.1%	Medical
WMG Warner Music Group	$23,842,932	$12,846,334 ▼	-35.0%	761,755	2.1%	Consumer Discretionary
OKTA Okta	$23,415,093	$12,494,101 ▼	-34.8%	314,973	2.0%	Computer and Technology
KNSL Kinsale Capital Group	$22,734,249	$12,225,868 ▼	-35.0%	48,831	2.0%	Finance
WSC WillScot Mobile Mini	$22,057,702	$9,781,302 ▼	-30.7%	586,641	1.9%	Finance
NVDA NVIDIA	$20,823,074	$7,677,194 ▼	-26.9%	171,468	1.8%	Computer and Technology
BILL BILL	$20,359,134	$10,994,129 ▼	-35.1%	385,882	1.8%	Computer and Technology
ESTC Elastic	$19,753,111	$9,662,242 ▼	-32.8%	257,336	1.7%	Computer and Technology
WAB Westinghouse Air Brake Technologies	$18,763,754	$16,904,247 ▼	-47.4%	103,228	1.6%	Transportation
MOH Molina Healthcare	$18,498,737	$9,879,913 ▼	-34.8%	53,688	1.6%	Medical
APPF AppFolio	$17,603,447	$1,852,833 ▼	-9.5%	74,781	1.5%	Computer and Technology
AMZN Amazon.com	$16,808,270	$6,217,646 ▼	-27.0%	90,207	1.5%	Retail/Wholesale
GOOGL Alphabet	$12,470,427	$4,631,859 ▼	-27.1%	75,191	1.1%	Computer and Technology
PACB Pacific Biosciences of California	$10,703,397	$4,398,456 ▼	-29.1%	6,296,116	0.9%	Medical
MA Mastercard	$10,503,620	$3,891,144 ▼	-27.0%	21,271	0.9%	Business Services
V Visa	$8,763,756	$3,236,436 ▼	-27.0%	31,874	0.8%	Business Services
CME CME Group	$8,472,077	$3,133,009 ▼	-27.0%	38,396	0.7%	Finance
NOW ServiceNow	$8,183,669	$3,014,094 ▼	-26.9%	9,150	0.7%	Computer and Technology
UBER Uber Technologies	$7,781,164	$2,867,053 ▼	-26.9%	103,528	0.7%	Computer and Technology
CP Canadian Pacific Kansas City	$7,627,174	$2,828,209 ▼	-27.1%	89,165	0.7%	Transportation
WM Waste Management	$7,606,672	$2,800,939 ▼	-26.9%	36,641	0.7%	Business Services
SPGI S&P Global	$7,163,970	$2,649,744 ▼	-27.0%	13,867	0.6%	Business Services
VEEV Veeva Systems	$5,913,507	$2,182,228 ▼	-27.0%	28,177	0.5%	Computer and Technology
SGHT Sight Sciences	$5,783,772	$3,193,678 ▼	-35.6%	918,059	0.5%	Medical
ISRG Intuitive Surgical	$5,566,089	$3,379,938 ▼	-37.8%	11,330	0.5%	Medical
KKR KKR & Co. Inc.	$5,428,864	$2,001,530 ▼	-26.9%	41,575	0.5%	Finance
AMD Advanced Micro Devices	$5,349,828	$1,973,882 ▼	-27.0%	32,605	0.5%	Computer and Technology
LINDE PLC	$5,159,625	$1,899,810 ▼	-26.9%	10,820	0.4%	COMMON
WDAY Workday	$5,094,482	$1,873,647 ▼	-26.9%	20,844	0.4%	Computer and Technology
SBAC SBA Communications	$4,964,678	$1,820,414 ▼	-26.8%	20,626	0.4%	Finance
DHR Danaher	$4,956,541	$1,840,771 ▼	-27.1%	17,828	0.4%	Multi-Sector Conglomerates
SBUX Starbucks	$4,785,004	$4,785,004 ▲	New Holding	49,082	0.4%	Retail/Wholesale
NCNO nCino	$4,678,132	$712,481 ▼	-13.2%	148,089	0.4%	Computer and Technology
BA Boeing	$4,477,426	$1,655,564 ▼	-27.0%	29,449	0.4%	Aerospace
CPRT Copart	$4,330,493	$1,602,916 ▼	-27.0%	82,643	0.4%	Business Services
LLY Eli Lilly and Company	$4,209,987	$1,581,403 ▼	-27.3%	4,752	0.4%	Medical
IQV IQVIA	$3,730,382	$1,385,801 ▼	-27.1%	15,742	0.3%	Medical
CWST Casella Waste Systems	$3,211,537	$2,260,811 ▼	-41.3%	32,280	0.3%	Industrial Products
RMBS Rambus	$2,797,793		0.0%	66,267	0.2%	Computer and Technology
DDOG Datadog	$2,477,472	$917,258 ▼	-27.0%	21,532	0.2%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$45,328	$35,081 ▼	-43.6%	261	0.0%	Computer and Technology
SAFRY Safran	$37,449	$37,449 ▲	New Holding	636	0.0%	Aerospace
MELI MercadoLibre	$36,935	$28,727 ▼	-43.8%	18	0.0%	Retail/Wholesale
YUMC Yum China	$36,241	$36,241 ▲	New Holding	805	0.0%	Retail/Wholesale
EADSY Airbus	$33,315	$33,315 ▲	New Holding	912	0.0%	Aerospace
DSDVY DSV A/S	$32,700	$32,700 ▲	New Holding	316	0.0%	Transportation
RCRUY Recruit	$32,387	$32,387 ▲	New Holding	2,670	0.0%	Communication Services
RYCEY Rolls-Royce Holdings plc	$31,481	$31,481 ▲	New Holding	4,459	0.0%	Aerospace
EXPGY Experian	$31,450	$31,450 ▲	New Holding	597	0.0%	Business Services
ASML ASML	$29,997	$29,997 ▲	New Holding	36	0.0%	Computer and Technology
UNH UnitedHealth Group	$29,234	$22,218 ▼	-43.2%	50	0.0%	Medical
MRVL Marvell Technology	$28,848	$28,848 ▲	New Holding	400	0.0%	Business Services
SNPS Synopsys	$25,320	$18,737 ▼	-42.5%	50	0.0%	Computer and Technology
LZAGY Lonza Group	$25,268	$25,268 ▲	New Holding	400	0.0%	Medical
LVMUY LVMH Moët Hennessy - Louis Vuitton, Société Européenne	$23,810	$23,810 ▲	New Holding	155	0.0%	Consumer Discretionary
MONOY MonotaRO	$19,104	$19,104 ▲	New Holding	1,146	0.0%	Retail/Wholesale
NTDOY Nintendo	$16,250	$16,250 ▲	New Holding	1,220	0.0%	Consumer Discretionary
APPLOVIN CORP COM CL A COM CL A	$0	$46,681,926 ▼	-100.0%	0	0.0%	COMMON
LPLA LPL Financial	$0	$38,456,538 ▼	-100.0%	0	0.0%	Finance
EW Edwards Lifesciences	$0	$9,057,987 ▼	-100.0%	0	0.0%	Medical
ASML HOLDING NV EUR0.09	$0	$66,109 ▼	-100.0%	0	0.0%	COMMON
SAFRF Safran	$0	$59,424 ▼	-100.0%	0	0.0%	Industrials
EADSF Airbus	$0	$55,237 ▼	-100.0%	0	0.0%	Industrials
RCRRF Recruit	$0	$50,538 ▼	-100.0%	0	0.0%	Business Services
EXPGF Experian	$0	$49,220 ▼	-100.0%	0	0.0%	Industrials
UMGNF Universal Music Group	$0	$48,421 ▼	-100.0%	0	0.0%	Communication Services
RYCEF Rolls-Royce Holdings plc	$0	$45,528 ▼	-100.0%	0	0.0%	Industrials
DSDVF DSV A/S	$0	$42,920 ▼	-100.0%	0	0.0%	Industrials
LVMH MOET HENNESSY EUR0.30	$0	$42,046 ▼	-100.0%	0	0.0%	COMMON
LONZA GROUP AG CHF1 (REGD)	$0	$38,739 ▼	-100.0%	0	0.0%	COMMON
ADYYF Adyen	$0	$32,199 ▼	-100.0%	0	0.0%	Computer and Technology
NINTENDO CO LTD NPV	$0	$28,738 ▼	-100.0%	0	0.0%	COMMON
MONOTARO CO.LTD NPV	$0	$23,842 ▼	-100.0%	0	0.0%	COMMON
LULU Lululemon Athletica	$0	$20,312 ▼	-100.0%	0	0.0%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Jackson Square Partners, LLC Top Holdings and 13F Report (2024)

About Jackson Square Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Jackson Square Partners, LLC Top Holdings and 13F Report (2024)

About Jackson Square Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofJackson Square Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools